Rockefeller Capital Management
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Rockefeller Capital Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Rockefeller Capital Management’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$328K Buy
12,880
+1,123
+10% +$28.6K ﹤0.01% 2214
2025
Q4 		$299K Buy
11,757
+44
+0.4% +$1.12K ﹤0.01% 2162
2025
Q3 		$298K Buy
11,713
+1,082
+10% +$27.5K ﹤0.01% 2024
2025
Q2 		$270K Buy
+10,631
New +$268K ﹤0.01% 1673

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management's IBMP Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 9.6% in Q1 2026, buying an estimated $28.6K and bringing the position to 12,880 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2214.

Rockefeller Capital Management first reported a position in IBMP in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold IBMP as of Q1 2026.

  • Rockefeller Capital Management held 12,880 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $328K as of Q1 2026.
  • Rockefeller Capital Management bought 1,123 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q1 2026, an estimated $28.6K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2214 holding.
  • Rockefeller Capital Management first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.